Paragon Contractors LLC · Systems Integration Testing

HeavyJob Web — Conversion Validation

Two-pass validation of all 61 test cases across 10 HCSS scripts, ahead of the cutover from HeavyJob desktop.

Living tracker Updated Mon Aug 24, 2026 All 12 logins verified Go/no-go Tue 10:45 · stand-down 2:00 PM confirmed

Go/no-go is Tuesday at 10:45. The decision locks at 2:00 PM.

Every one of the 61 cases was exercised during the Aug 4–6 sessions, and every area lead has confirmed their cases behave correctly. HeavyJob Web Advanced billing — the last item open — was resolved with HCSS on Aug 17: the period permission is settled, and so is the seeding of each mid-contract job's opening billed-to-date and quantities, so the first estimate bills as application #11 rather than #1. Confirmed there as well: the HeavyJob period is a billing cycle set by date, independent of the accounting period.

The checklists have been ready since Aug 9 and did not go out the week of Aug 17 — that week was lost with sign-off at zero. There is no room for a second one. HCSS will not convert without signed Pass/Fail results in hand, and the conversion runs Wednesday morning.

Every lead brings a completed checklist to the war room, Tuesday at 10:45. That session is a real go/no-go — we either confirm we are ready for Wednesday, or we find out we are not while there is still time to act.

HCSS has confirmed 2:00 PM Tuesday as the latest we can stand down. That is the deadline that matters, not Wednesday morning. The meeting ends around 11:20, which leaves roughly two hours and forty minutes to close anything it surfaces. Whatever is still open at 2:00 stops being a decision and becomes a condition we convert with.

  1. Aug 4–6 Testing week — all 61 cases exercised
  2. Aug 9 Pass/Fail checklists built and ready
  3. Aug 17 HCSS review — Advanced billing resolved, 61/61 validated
  4. Aug 18–21 Week lost — checklists did not go out Thu Aug 20, no sign-off returned
  5. Aug 24 · today Checklists re-issued to all four leads · all 12 IDs verified
  6. Aug 25 · 10:45 WAR ROOM — checklists in, go/no-go call
  7. Aug 25 · 2:00 PM HCSS stand-down deadline — decision locks here
  8. Aug 26 · Wed AM Sign-off executed · PM features settled with Tyler
  9. Aug 26 · Wed CONVERSION — production data moves to HeavyJob Web
Decision locks 2:00 Tue PM · HCSS stand-down deadline, then Wednesday is committed
Pass 1 · Exercised 61 / 61 Every case run during Aug 4–6
Pass 2 · Lead-validated 61 / 61 All four areas, Advanced billing included
Checklists signed 0 / 4 Bring to the war room, Tue Aug 25 at 10:45

Outstanding sign-off

Bring to the war room · Tue Aug 25, 10:45

Each lead has the Pass/Fail checklist covering their own cases. Mark every case Pass, Fail, Blocked or N/A, add your name and the date, and bring it to the war room Tuesday at 10:45. This is a record of what you already saw in August — it should take minutes. If something in your area is not right, Tuesday morning is when it needs to be said.

Need to re-check something first? The enhanced step-by-step scripts are still at Z:\Steph Temp\HJW Training Scripts — use those, not the raw HCSS workbooks. Anything marked Fail or Blocked needs a note clear enough to log with HCSS and re-test.

Open scope question — PM features

Wed Aug 26, morning · Tyler & Steph · before the conversion

The project-management features sat outside the 61 cases because testing on them was gated on Tyler and Eric, whose IDs are now verified. From what we can see, PM is not in use today — which means there may be nothing there to convert.

Wednesday morning settles it, alongside sign-off and ahead of the conversion. If PM is not in scope, say so explicitly and record it on the sign-off, so there is no ambiguity later about what was and was not tested. This does not gate the checklists — those come to the war room Tuesday regardless.

Go / no-go — Tuesday, Aug 25 · 10:45 · War Room

Meeting 10:45 · deadline 2:00 PM

A decision, not a status update. Each criterion is either met or it is not. HCSS confirmed the stand-down deadline as 2:00 PM Tuesday — anything unmet is closed before then or it is the reason we call it off. After 2:00 the slot is committed and Wednesday happens either way.

Go/no-go criteria for the Wednesday conversion
CriterionGO looks likeOwner
Hard stops · any one of these unmet is a no-go
All four checklists inAdmin 10, Field 17, Manager 28, Integration 6 — every case marked, no blanks left behindFour leads
No unresolved Fail on daily operationNothing outstanding on timecard entry, timecard review, Export to Payroll, or job / cost-code setup — the things the company cannot run a week withoutSteph
HCSS confirmed for WednesdayOn their calendar, start time known. Stand-down deadline confirmed at 2:00 PM Tuesday — message sent Mon Aug 24, deadline clarified by HCSS. A no-go has to reach them before thatSteph
Readiness · must be closed by 2:00 PM Tuesday
Downtime communicatedEvery user knows to be out of HeavyJob Manager; foremen know the Field app is unavailable and for roughly how longSteph · leads
Rate Set workbook currentUpdated with any jobs added since the original data collection, ready for the final HCSS sweepPolly · HCSS
Non-blocking defects loggedAnything we are choosing to live with is written down with an owner, not carried in someone's headSteph
Agreed, not gating · confirm and move on
First pay estimate heldEveryone understands no estimate goes out until mid-contract opening balances are seeded and tied out — we bill application #11, not #1Polly · Tonia
PM scopeAcknowledged as open, being settled with Tyler Wednesday morning, and not a condition of convertingSteph · Tyler

The call to make out loud: GO, and Wednesday proceeds as planned — or NO-GO, and HCSS hears before 2:00 PM while the slot can still be released. If it is genuinely too close to call at 11:20, set a check-in for 1:30 and decide then, with half an hour of margin. The one outcome worse than either answer is letting 2:00 arrive undecided.

Conversion day — Wednesday, Aug 26

Plan for ~4 hours of downtime

Everyone must be out of HeavyJob Manager before the conversion starts, and foremen must stay off the HCSS Field app for the duration. HCSS often finishes sooner than four hours, but plan the day as though it takes them.

First pay estimate after cutover: do not issue one until the mid-contract opening balances are seeded and tied out. Without the catch-up entry establishing prior amounts, HeavyJob presents the entire to-date contract value as currently due rather than the period increment — we are billing application #11, not #1.

Case-by-case record

Admin

Area lead Polly · with Megan, Tonia

10 / 10 validated
Admin test cases and validation status
Test caseExercisedLead-validated
General Setups Creation · 6 cases
Set Up Cost Code BudgetsAug 4Validated
Set Up EmployeesAug 4Validated
Set Up Labor RatesAug 4Validated
Set Up EquipmentAug 4Validated
Set Up Equipment RatesAug 4Validated
Set Up & Assign Access GroupsAug 4Validated
Job / Location Creation · 4 cases
Create Job from HeavyBid ExportAug 4Validated
Import Job Info from ExcelAug 4Validated
Create Job from DISAug 4Validated
Create Job from HeavyJob UIAug 4Validated

Field

Area lead Jared · with Daniel

17 / 17 validated
Field test cases and validation status
Test caseExercisedLead-validated
Field Time Card · 4 cases
Add Cost Code Info to a Time CardAug 4Validated
Add Employees to a Time CardAug 4Validated
Add Equipment to a Time CardAug 4Validated
Additional Time Card OptionsAug 4Validated
Mobile Manager · 3 cases
Run a Job Analysis ReportAug 5Validated
Run the Daily Digest ReportAug 5Validated
Reviewing Daily Time CardsAug 5Validated
Field Other · 6 cases
Submit a Diary EntryAug 5Validated
Submit PhotosAug 5Validated
Submit Materials & Subs EntriesAug 5Validated
Submit a FormAug 5Validated
Submit Needs RequestAug 5Validated
Submit Maintenance RequestAug 5Validated
myField · 4 cases
Submit myField Clock-inAug 4Validated
Submit myField Hour EntryAug 4Validated
Pull in Clocked HoursAug 4Validated
Setup & Use Kiosk ModeAug 4Validated

Manager

Area leads Susan — payroll & PR (11) · Tonia — reports & billing (17)

28 / 28 validated
Manager test cases, owner and validation status
Test caseOwnerExercisedLead-validated
Manager Time Card · 5 cases
Dashboard ModuleSusanAug 5Validated
Daily Digest ModuleSusanAug 5Validated
Time Card EntrySusanAug 5Validated
Time Card ReviewSusanAug 5Validated
Production Quantity AdjustmentSusanAug 5Validated
Reports · 17 cases
Export to Accounting ReportSusanAug 5Validated
Exceptions ReportToniaAug 5Validated
Production AnalysisToniaAug 5Validated
Job SummaryToniaAug 5Validated
Cost Code SummaryToniaAug 5Validated
Cost Code DetailsToniaAug 5Validated
Daily ReportToniaAug 5Validated
Weekly ReportToniaAug 5Validated
Diary ReportToniaAug 5Validated
Time Card StatusSusanAug 5Validated
Signatures ReportSusanAug 5Validated
Production Plan ReportToniaAug 5Validated
Missing Time Cards ReportSusanAug 5Validated
Employee DetailSusanAug 5Validated
Equipment DetailToniaAug 5Validated
Materials & Subs ReportToniaAug 5Validated
Pay Item QuantitiesToniaAug 5Validated
Billing & Tools · 6 cases
T&M BillingToniaAug 5Aug 17 · HCSS
Progress BillingToniaAug 5Aug 17 · HCSS
Time Card AdjustmentsSusanAug 5Validated
Photos & DocsToniaAug 5Validated
Materials & SubsToniaAug 5Validated
ForecastingToniaAug 5Validated

T&M Billing and Progress Billing depended on the HeavyJob Web Advanced billing setup, which was configured and confirmed with HCSS on Aug 17 — a new setup rather than a conversion defect.

Integration

Area lead Steph

6 / 6 validated
Integration test cases and validation status
Test caseExercisedLead-validated
HeavyJob Integration · 6 cases
Running DIS IntegrationAug 5Validated
Running TrueUp IntegrationAug 5Validated
Export to Payroll (Desktop)Aug 5Validated
Export to Payroll (Web)Aug 5Validated
Custom Reports *Aug 5Validated
Custom T&M Billing *Aug 5Aug 17 · HCSS

* Custom Reports and Custom T&M Billing arrived from HCSS with no written steps. They were explored rather than scripted — record them as N/A on the Integration checklist with a note, unless a real example can be walked before Thursday.